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Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) Institutional Ownership

$41.43 +0.04 (+0.10%)
Closing price 10/3/2025 04:10 PM Eastern
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$41.60 +0.17 (+0.41%)
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Institutional Ownership Changes (13F Filings) for Dimensional Emerging Markets Sustainability Core 1 ETF (NYSEARCA:DFSE)

Number of
Institutional Buyers
(last 12 months)
115
Total
Institutional Inflows
(last 12 months)
$118.26M
Number of
Institutional Sellers
(last 12 months)
45
Total
Institutional Outflows
(last 12 months)
$39.48M
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DFSE Institutional Buying and Selling by Quarter

Dimensional Emerging Markets Sustainability Core 1 ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/26/2025Corient Private Wealth LLC33,684$1.28M0.0%-49.0%0.306%
9/9/2025Cambridge Financial Group LLC23,530$896K0.3%-29.5%0.214%
8/26/2025Thrivent Financial for Lutherans122,146$4.65M0.0%N/A1.110%
8/15/2025North Ridge Wealth Advisors Inc.11,204$426K0.3%-10.6%0.102%
8/15/2025Corient Private Wealth LLC33,684$1.28M0.0%-49.0%0.306%
8/15/2025Smartleaf Asset Management LLC777$29K0.0%+346.6%0.007%
8/15/2025Freedom Financial Partners LLC10,217$389K0.2%+25.3%0.093%
8/15/2025EP Wealth Advisors LLC16,707$636K0.0%-21.0%0.152%
8/15/2025Balanced Rock Investment Advisors LLC89,766$3.42M2.7%+3.0%0.816%
8/14/2025Jane Street Group LLC187,337$7.13M0.0%-6.8%1.703%
8/14/2025Betterment LLC16,083$612K0.0%-22.7%0.146%
8/14/2025Cerity Partners LLC29,778$1.17M0.0%N/A0.271%
8/13/2025United Wealth Management LLC5,411$206K0.1%N/A0.049%
8/13/2025Momentous Wealth Management Inc.21,636$823K0.5%+7.9%0.197%
8/11/2025Rockbridge Investment Management LCC13,482$513K0.1%-7.1%0.123%
8/8/2025Truepoint Inc.31,701$1.21M0.0%-4.3%0.288%
8/8/2025RAM Investment Partners LLC66,500$2.53M0.5%+17.4%0.605%
8/7/2025Nwam LLC19,553$744K0.1%-15.2%0.178%
8/7/2025Retirement Solution LLC264,639$10.07M2.6%+0.7%2.406%
8/7/2025Addison Advisors LLC21,443$816K0.2%+3.4%0.195%
8/7/2025Midwest Trust Co6,253$238K0.0%N/A0.057%
8/6/2025Longview Financial Advisors LLC31,932$1.22M0.8%+6.0%0.290%
8/6/2025North Capital Inc.1,000$38K0.0%-50.0%0.009%
8/6/2025Savant Capital LLC126,792$4.83M0.0%+2.7%1.153%
8/1/2025Equita Financial Network Inc.12,747$485K0.2%+93.9%0.116%
8/1/2025Cobblestone Capital Advisors LLC NY5,422$206K0.0%N/A0.049%
8/1/2025Red Lighthouse Investment Management LLC1,224$47K0.0%+28.2%0.011%
8/1/2025Envestnet Asset Management Inc.6,315$240K0.0%N/A0.057%
7/31/2025Orion Capital Management LLC2,315$88K0.0%-12.0%0.021%
7/31/2025Schoolcraft Capital LLC148,343$5.65M1.2%+154.6%1.349%
7/31/2025Brighton Jones LLC71,492$2.72M0.1%+10.9%0.650%
7/31/2025Aspen Capital Management LLC18,254$695K0.2%N/A0.166%
7/31/2025Focus Partners Advisor Solutions LLC46,573$1.77M0.0%-2.6%0.423%
7/31/2025Curio Wealth LLC1,180$45K0.0%+58,900.0%0.011%
7/31/2025Cardinal Point Capital Management ULC19,500$742K0.1%-15.2%0.177%
7/31/2025Planning Center Inc.42,127$1.60M0.2%+3.1%0.383%
7/30/2025EnRich Financial Partners LLC9,285$353K0.1%-9.4%0.084%
7/30/2025Forum Financial Management LP396,139$15.08M0.2%+0.1%3.601%
7/30/2025Parcion Private Wealth LLC10,097$384K0.0%+19.5%0.092%
7/30/2025Blume Capital Management Inc.800$30K0.0%+166.7%0.007%
7/30/2025Mills Wealth Advisors LLC5,268$200K0.1%N/A0.048%
7/30/2025Drive Wealth Management LLC57,274$2.18M0.5%+2.0%0.521%
7/29/2025Wealthstream Advisors Inc.12,892$491K0.1%+6.2%0.117%
7/29/2025Flagstone Financial Management8,359$318K0.1%+11.0%0.076%
7/28/2025Harbour Investments Inc.9,453$360K0.0%+5.4%0.086%
7/25/2025Wealth Architects LLC141,811$5.40M0.5%+17.3%1.289%
7/25/2025RHS Financial LLC9,308$354K0.2%-19.3%0.085%
7/24/2025Wealth Advisors Northwest LLC6,631$252K0.1%+4.1%0.060%
7/23/2025Quarry Hill Advisors LLC30,796$1.17M0.7%+7.0%0.280%
7/22/2025AWM Capital LLC627,225$23.87M2.5%-28.9%5.702%
7/22/2025Hill Island Financial LLC55,089$2.10M0.6%N/A0.501%
7/21/2025Creative Capital Management Investments LLC9,657$368K0.1%-2.7%0.088%
7/18/2025Tanager Wealth Management LLP6,074$231K0.0%N/A0.055%
7/18/2025Pure Financial Advisors LLC72,913$2.78M0.0%+64.2%0.663%
7/18/2025Citrine Capital LLC305,892$11.64M6.2%+1.1%2.781%
7/18/2025Bridge Generations Wealth Management LLC4,884$186K0.1%-54.0%0.044%
7/17/2025Elser Financial Planning Inc124,892$4.79M0.3%N/A1.135%
7/17/2025Vermillion Wealth Management Inc.4,102$156K0.1%+6.8%0.037%
7/17/2025Willow Creek Wealth Management Inc.163,365$6.22M0.6%-10.4%1.485%
7/16/2025Jentner Corp8,551$325K0.1%+3.3%0.078%
7/16/2025Five Oceans Advisors351,894$13.39M5.7%+5.9%3.199%
7/16/2025TCI Wealth Advisors Inc.46,837$1.78M0.1%N/A0.426%
7/16/2025Perigon Wealth Management LLC43,944$1.67M0.0%+2.2%0.399%
7/15/2025Level Financial Advisors7,996$304K0.1%+8.4%0.073%
7/15/2025Maseco LLP548,175$20.86M0.8%N/A4.983%
7/15/2025Cordant Inc.32,121$1.22M0.6%-3.0%0.292%
7/14/2025AdvisorNet Financial Inc11,592$441K0.0%+9.7%0.105%
7/14/2025Northland Capital Management LLC21,400$814K0.5%+1.5%0.195%
7/14/2025Abacus Wealth Partners LLC336,694$12.82M2.0%-35.9%3.061%
7/14/2025Sellwood Investment Partners LLC7,261$276K0.1%N/A0.066%
7/11/2025Quantum Financial Advisors LLC573,927$21.84M3.0%-1.7%5.218%
7/11/2025Farther Finance Advisors LLC16,222$617K0.0%+1.7%0.147%
7/10/2025Klaas Financial Asset Advisors LLC49,829$1.90M0.3%+8.4%0.453%
7/10/2025Waypoint Wealth Partners Inc.30,733$1.17M0.3%+34.0%0.279%
7/10/2025Wealth Enhancement Advisory Services LLC96,572$3.71M0.0%-3.2%0.878%
7/8/2025Apella Capital LLC51,928$1.97M0.1%+8.5%0.472%
7/7/2025New Capital Management LP74,936$2.85M0.8%+8.2%0.681%
7/3/2025Fiduciary Financial Group LLC8,849$337K0.1%+7.0%0.081%
5/20/2025Focus Partners Wealth312,807$10.54M0.0%+1,844.2%2.870%
5/19/2025Jane Street Group LLC201,069$6.77M0.0%+539.4%1.845%
5/15/2025EP Wealth Advisors LLC21,139$712K0.0%+9.0%0.194%
5/15/2025Focus Partners Advisor Solutions LLC47,794$1.61M0.0%+25.7%0.438%
5/15/2025Betterment LLC20,819$701K0.0%+18.2%0.191%
5/14/2025Heritage Financial Services LLC60,881$2.05M0.2%-17.6%0.559%
5/13/2025RW Investment Management LLC27,429$924K0.1%-10.5%0.252%
5/13/2025Francis Financial Inc.119,335$4.02M1.0%-1.0%1.095%
5/13/2025Heck Capital Advisors LLC11,522$388K0.0%N/A0.106%
5/12/2025Balanced Rock Investment Advisors LLC87,112$2.93M2.3%+3.7%0.799%
5/12/2025Townsquare Capital LLC56,127$1.89M0.0%-9.4%0.515%
5/12/2025Truepoint Inc.33,140$1.12M0.0%+3.4%0.304%
5/9/2025Chicago Partners Investment Group LLC6,772$234K0.0%+5.8%0.062%
5/9/2025North Ridge Wealth Advisors Inc.12,529$422K0.3%-4.0%0.115%
5/9/2025Navigoe LLC34,734$1.17M1.0%-3.5%0.319%
5/8/2025Momentous Wealth Management Inc.20,055$675K0.5%+16.8%0.184%
5/8/2025Abacus Wealth Partners LLC525,544$17.70M2.7%+1.0%4.822%
5/8/2025Modera Wealth Management LLC16,842$567K0.0%-4.2%0.155%
5/8/2025Delap Wealth Advisory LLC7,754$261K0.1%N/A0.071%
5/7/2025AWM Capital LLC882,216$29.71M3.5%+3.6%8.094%
5/7/2025Drive Wealth Management LLC56,127$1.89M0.4%-6.9%0.515%
5/6/2025Grand Wealth Management LLC6,531$220K0.1%-6.3%0.060%
(Data available from 1/1/2016 forward)

DFSE Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DFSE shares?

During the previous two years, 145 institutional investors and hedge funds held shares of Dimensional Emerging Markets Sustainability Core 1 ETF. The most heavily invested institutionals were AWM Capital LLC ($23.87M), Quantum Financial Advisors LLC ($21.84M), Maseco LLP ($20.86M), Forum Financial Management LP ($15.08M), Five Oceans Advisors ($13.39M), Abacus Wealth Partners LLC ($12.82M), and Citrine Capital LLC ($11.64M).Learn more on Dimensional Emerging Markets Sustainability Core 1 ETF's institutional investors.

Which institutional investors have been buying Dimensional Emerging Markets Sustainability Core 1 ETF's stock?

Of the 141 institutional investors that purchased Dimensional Emerging Markets Sustainability Core 1 ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Maseco LLP ($548.18K), AWM Capital LLC ($407.08K), Elser Financial Planning Inc ($336.56K), Citrine Capital LLC ($305.89K), Focus Partners Wealth ($300.00K), Forum Financial Management LP ($285.52K), and Abacus Wealth Partners LLC ($203.48K).

How much institutional buying is happening at Dimensional Emerging Markets Sustainability Core 1 ETF?

Institutional investors have bought a total of 3,351,789 shares in the last 24 months. This purchase volume represents approximately $118.26M in transactions.

Which of Dimensional Emerging Markets Sustainability Core 1 ETF's major shareholders have been selling company stock?

Of the 45 institutional investors that sold Dimensional Emerging Markets Sustainability Core 1 ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Jane Street Group LLC ($352.91K), AWM Capital LLC ($254.99K), Abacus Wealth Partners LLC ($188.85K), Corient Private Wealth LLC ($64.73K), Greenspring Advisors LLC ($59.30K), Willow Creek Wealth Management Inc. ($19.00K), and Asset Dedication LLC ($13.40K).

How much institutional selling is happening at Dimensional Emerging Markets Sustainability Core 1 ETF?

Institutional investors have sold a total of 1,089,222 shares in the last 24 months. This volume of shares sold represents approximately $39.48M in transactions.


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This page (NYSEARCA:DFSE) was last updated on 10/5/2025 by MarketBeat.com Staff
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